Truist Financial Corp. (tfc 4.75 Perp R)Preferred / convertible
13F holders, Q4 2025 (December 31)5holders +1
1new positions
0sold out
$19.20avg. 13F price*
At the end of Q4 2025, 5 institutions reported holding Truist Financial Corp. (tfc 4.75 Perp R) in their 13F filings, up 1 from Q3 2025. 1 opened new positions and 0 sold out. The largest holders were Ethos Financial Group, LLC ($403K), Kelleher Financial Advisors ($111K) and PNC Financial Services Group, Inc. ($29K).
- Company
- Truist Financial Corp. (tfc 4.75 Perp R)
- CUSIP
- 89832Q695
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $111K |
| Exits | 0 | $0 |
All 13F filers, Q3 2025 → Q4 2025: 5,807 shares bought and 192 shares sold, net +5,615 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Ethos Financial Group, LLC | — | No change | 20,971 | $403K |
| Kelleher Financial Advisors | — | New | 5,807 | $111K |
| PNC Financial Services Group, Inc. | — | Reduce -11.4% | 1,485 | $29K |
| Boyd Watterson Asset Management LLC | — | No change | 125 | $2K |
| Lanark Financial, Inc. | — | No change | 92 | $2K |
"% of holder's portfolio" is TRUIST FINANCIAL CORP (TFC 4.75 PERP R)'s weight in each manager's 13F, not the share of Truist Financial Corp. (tfc 4.75 Perp R) the manager owns.